Enterprise-wide profitability, productivity, risk, and compliance solutions by consolidating multiple back-office, clearing, trade execution, commission, custody, prime broker, external vendor or proprietary information in real-time; subsequently delivering highly effective productivity, profitability and risk management solutions.
Included is a suite of flexible enterprise-wide utilities and services that can be quickly deployed and are extremely cost effective. Service Modules include: Commissions and Payout Manager, Expense and Reconciliation Manager, Compliance and Operations Manager, Risk Manager (Portfolio Margin), and CMTA, Futures, and Exchange Billing Manager.
Utilities and modules support Front, Middle and Back Office groups and provide mission critical processing and reporting solutions. Specific functions/users include: Operations, Finance, Compliance, Risk, Sales, Business Groups, Management and Executive Level Officers
Firms and segments supported include Institutional and Retail Broker Dealers, Hedge Funds, Asset Managers, Trading and Clearing Firms. The platforms cover Equities, Options, Financial & Commodity Futures, FX, Fixed Income and more.